SourcingSourcing

TRUEHAVEN CAPITAL, LLC

C47
CRD 332005·SEC 801-130726·FRANKLIN, TN
AUM
$62.3M
$25M-$100M
Est. Revenue
$623K
@ 1% on AUM
Est. EBITDA
$187K
@ 30% margin
Est. Deal Value
$1.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
TRUEHAVEN CAPITAL, LLC
CRD
332005
SEC file #
801-130726
EIN
—
DBA names
Truehaven Capital

Economics

AUM
$62.3M
AUM band
$25M-$100M
AUM trajectory
'25'26
$117.2M → $62.3M▼ -47%
Client mix
Individuals High Net Worth10
Individuals Other9
Corporations4
Pooled Investment Vehicles3
Other Investment Advisers2

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'25'26
1 advisors → 2 advisors▲ +100%
Primary office
FRANKLIN TN
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — pooled vehiclesSelection of other advisers
Fee basis
% of AUMHourly chargesFixed feesPerformance-based fees

Filings

Latest ADV filing
04/24/2026
ADV-W filed at
—
Website
truehaven.net

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
WAKEFIELD, MICAH, JOHN
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
WAKEFIELD, MICAH, JOHN
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
TRUEHAVEN.NET
Rdap Domain Creation Date
2022-03-24T09:54:53Z
Rdap Firm Age Years
4
Rdap Firm Age Band
<5y
Rdap Registrar
Bluehost Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Charles Schwab6
E*trade4
Interactive Brokers2
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-03-24T09:54:53Z
Rdap Domain Last Changed
2026-03-09T07:18:04Z
Rdap Nameservers
Ns1.bluehost.comNs2.bluehost.com
Rdap Secure Dns Enabled
No
Rdap Status
Active
Top Owner CRD
5644352
Trust Company Affiliate
No

People (2)

2
WAKEFIELD, MICAH, JOHN
IAR · Direct Owner · 87.5%
5644352
Jonathan Luke Berry
IAR
6811449